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    Commentary: How FCC ban proposal is affecting China’s optical module makers
    24min ago
    Exclusive: Musk builds a US solar supply chain that may extend to polysilicon
    25min ago
    Potenial curbs on Chinese data center optical modules creates opportunities for non-red supply chains
    25min ago
    TSMC expands CoW outsourcing to OSATs, benefiting South Korean equipment makers
    26min ago
    Offshore wind projects face bidding failures as supply chain warns of a market gap
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    China's overcapacity curb and US's potential tariffs double squeeze polysilicon supply chain
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    NEWS TAGGED GROWTH
    Wednesday 5 August 2026
    Foxconn revenue tops nearly US$30B for first time, with 3Q growth in sight

    Foxconn reported consolidated revenue of NT$946.51 billion (approx. US$29.37 billion) for July 2026, up 15.18% from the previous month...

    Wednesday 5 August 2026
    Furukawa Electric to invest JPY100 billion to double rollable ribbon cable capacity in response to data center demand
    Furukawa Electric said on August 4 that it will invest approximately JPY100 billion (approx.US$630 million) in total to expand production capacity for optical fibers and optical fiber...
    Wednesday 5 August 2026
    LG Electronics posts strong second quarter as new businesses drive growth
    LG Electronics reported consolidated revenue of KRW23.83 trillion (US$16.7 billion) and operating profit of KRW1.58 trillion (US$1.1 billion) in the second quarter of 2026 as AI cooling,...
    Wednesday 5 August 2026
    Fanuc raises fiscal 2026 outlook as costs and supply bottlenecks weigh on profits
    Fanuc said first-quarter orders for fiscal 2026 surged 37% year-on-year to a record JPY281.9 billion, even as the industrial robot maker drew market concern for raising its full-year...
    Wednesday 5 August 2026
    Airoha optical comms revenue doubles as broadband lands CSPs
    Airoha sees faster growth ahead as AI infrastructure, optical networking, and wireless edge products expand across global supply chains. The chip designer said its 2026 product mix...
    Wednesday 5 August 2026
    Analysis: Musk's empire closes in on China — from orbit to the factory floor

    SpaceX's rapid growth in AI, satellite connectivity, and space infrastructure is widening the strategic challenge for China beyond...

    Wednesday 5 August 2026
    Infineon raises 2026 outlook as AI demand drives record quarterly revenue

    Infineon Technologies reported record quarterly revenue for its fiscal third quarter ended June 30, fueled by booming demand for power...

    Wednesday 5 August 2026
    SpaceX revenue surges 92% as Starlink and AI offset widening rocket investments
    SpaceX posted stronger-than-expected second-quarter results this year as rapid growth in Starlink connectivity and AI infrastructure revenue helped narrow losses, even as heavy investment...
    Wednesday 5 August 2026
    Vanguard International Semiconductor sees AI demand lift mature-node prices through 2027
    Demand for power management ICs (PMICs) driven by artificial intelligence (AI) servers continues to grow, accelerating the recovery of mature-node processes. Vanguard International...
    Wednesday 5 August 2026
    Apple's India breakthrough highlights a market betting on premium over volume
    Apple's India business crossing US$10 billion in annual sales for the first time is less a story about smartphone growth than about where growth is still possible in a market that,...
    Wednesday 5 August 2026
    Aurona lifts ABF and CCL shipments, eyes capacity expansion in 3Q26

    Aurona said shipments of ABF substrate pads and CCL-related packaging materials both rose, extending its growth momentum in the second...

    Tuesday 4 August 2026
    Taiwan specialty chemical firm expands Taiwan, China capacity on AI materials boom, eyes 20% revenue gain in 2026
    Taiwan-based specialty chemicals supplier Johnson Fine Chemical expects robust growth in electronic materials demand driven by AI, high-performance computing (HPC) and advanced communications...
    Tuesday 4 August 2026
    Palantir raises outlook as US commercial AI demand accelerates, sharpening sovereignty strategy
    Palantir Technologies raised its full-year revenue and profitability forecasts after reporting a sharp acceleration in commercial demand, particularly in the US, underscoring the growing...
    Tuesday 4 August 2026
    Onsemi expects AI data-center revenue to more than double in 2026 as cyclical recovery takes hold
    Onsemi's second-quarter results pointed to a broadening recovery in semiconductor demand, with AI data-center applications emerging as the company's fastest-growing business, while...
    Tuesday 4 August 2026
    Advantech bets on Physical AI as WEDA accelerates edge AI commercialization
    Riding continued investment in AI infrastructure, industrial PC (IPC) maker Advantech extended its strong growth momentum in the second quarter of 2026, posting record second-quarter...
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    BIZ FOCUS
    Jul 30, 08:00
    EDOM Accelerates Edge AI Deployment with NVIDIA Technologies
    Monday 1 June 2026
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Thursday 30 July 2026
    ACCM Introduces Celeritas SMC: A Production-Ready, Silicon-Matched Core for Advanced Packaging
    Wednesday 29 July 2026
    Arrow Drives System-Level Design, Turning Complexity into Competitive Advantage
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